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2 weeks ago
We have created a smart assessment for RISK table. Can someone please explain how to use this smart assessment for risk record.
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2 weeks ago - last edited 2 weeks ago
Hello @Amarnadh ,
1. You can add respondent in Trigger Smart Assessment flow action's Assessor field. You can dot walk or script to assign values. If checking Collaborative Assessment to true then there can be more than one respondents, you should specify who the Primary Assessor.
2. Scope will have two parameters. One is the table with which the smart assessment should be linked with and second is the sys_id of the record in the given table to which the smart assessment instance should be linked.
The scope table should be matching the Assessment target table provided in the assessment template else there will be error.
You have to decide which table you want to trigger the smart assessment, mention that table ass assessment target table and in the scope item first parameter (table name).
For more information on Smart assessment set up. Review my other community articles.
If my answer helped you please hit Helpful and Accept as Solution.
Thanks,
Vinod Kumar M
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2 weeks ago
Thanks for your help. Followed your steps, now assessment is triggering but that is not going to assessor's queue. I have checked in his queue(Risk/Compliance Workspace) it is not visible when I did global search record is appearing for him. But there are no questions to fill or something. Should I check somewhere else?
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2 weeks ago - last edited 2 weeks ago
Hello @Amarnadh ,
1. Role: Smart assessment needs *actor role, validate the user have the role.
2. Assignment: Validate Assessment instance to persona to user table(sn_smart_asmt_m2m_instance_persona) for assignment of the assessment instance to the assessor.
3. Visibility: Validate the task section in the workspace and employee center, that's where the assessor can take their assessment.
If my answer helped you please hit Helpful and Accept as Solution.
Thanks,
Vinod Kumar M
